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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,868 | $88,707+43.0% | $74,184+71.0% | $273,972-53.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.18% | 11.94%-10.8pp | 17.74%-16.6pp | 41.46%-40.3pp |
| Employer contribution / active EE | $2,363 | $3,159-25.2% | $2,370-0.3% | $4,869-51.5% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $16 | $8,717-99.8% | $5,586-99.7% | $10,133-99.8% |